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Moving to Microsoft 365: a migration checklist.

Email, files, identity, license sizing — what to nail before you flip the switch.

Right-size the licenses

Business Basic / Standard / Premium look similar but the gap is huge. Premium adds device management, conditional access, ATP — usually pays for itself.

Plan the email cutover

For most small-business migrations, a weekend cutover is simpler than coexistence.

Move files, but mind permissions

SharePoint / OneDrive permissions are different from a file server. Plan ownership and access first.

Train on Teams

30-minute walkthrough — channels, threads, files, calendar — pays for itself in the first week.

Lock it down day one

Enable MFA, conditional access, retention, sensitivity labels.


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